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Wold Financial Group

CRD 316409  ·  Mendota Heights, MN  ·  $182.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
316409
SEC number
801-122348
Firm type
RIA
Assets under management
$182.5M as of Mar 17, 2026
Website
www.woldgroup.com ↗
Phone
612-347-7825
Address
750 Main Street, Mendota Heights, MN, 55118

Advisors at this firm

3 in our index · page 1 of 1

  • Barry Walter WoldCRD 2095296 · Mendota Heights, MN
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Ryan Davis WoldCRD 2702213 · Mendota Heights, MN
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Stephanie Ann WrightCRD 3062131 · Mendota Heights, MN
    IA RegisteredRegistration inactive
1–3 of 3

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 316409 ↗ FINRA BrokerCheck record for firm CRD 316409 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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